+53.3%
XLE vs RKT
-31.9%
+85.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +0.9% |
| 7D | 0.0% | +6.0% | -6.0% | +0.6% |
| 30D | +12.6% | +0.7% | +12.0% | +12.8% |
| 3M | +11.8% | +11.8% | 0.0% | +13.2% |
| 6M | +16.1% | -7.6% | +23.7% | +16.6% |
| YTD | +46.9% | -28.7% | +75.5% | +47.4% |
| 1Y | +53.3% | -32.6% | +85.8% | +53.7% |
| All | +53.3% | -31.9% | +85.1% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RKT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling